Adam Wood
Assistant Vice President, Financial Advisor
50 Route 111
Smithtown, NY 11787
631.361.3281
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Working closely with growth-minded and forward-thinking clients, we focus on constructing “indestructible wealth” – and showing them how to manage and preserve it.
Profile

Adam is an estate planning attorney by trade and spent nearly ten years running his own successful law firm. During that time, he learned how accomplished individuals think about wealth and make decisions around money, succession planning and leaving a meaningful legacy. 

In 2019, Adam joined Merrill, having recognized the possibilities of providing the type of 360-degree wealth planning assistance he had been offering (now in a financial advisory capacity). Adam does not provide legal advice in his role at Merrill Lynch Wealth Management.

Today, Adam is a planning-focused advisor who is devoted to guiding affluent entrepreneurs, business founders, and executives through key financial decisions – for themselves and the people they love.

Leveraging his own knowledge and the extensive research and resources of Merrill and the banking convenience of Bank of America, he is able to help clients save the time and cost of managing multiple advisory relationships, while helping them understand the value of structuring wealth as essential in achieving their goals for financial, business, philanthropy and intergenerational wealth. 

Sensitive to client needs, especially during difficult times – the loss of a spouse or job, illness, or when transitioning to retirement – Adam encourages clients to call with questions, even if they’re unrelated to financial matters. He finds that removing clients’ emotional burdens is a necessary step in helping them follow a mutually agreed-upon strategy. 

Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center. He earned a Bachelor’s degree from University of Scranton where he also played lacrosse. In addition to making fitness and good nutrition a priority, Adam serves his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, are the proud parents of two daughters and a son.  They reside in Kings Park, New York.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.


Our team is involved with local communities, assisting charitable organizations such as United Veterans Beacon House. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.

About Me
Welcome

Our long-held belief is that planning is a process, not an event, and certainly not a document. Recognizing that clients can make vastly improved decisions in an environment they understand, we educate and encourage their values-based decisions. Everything we do is based on a client's values, which change far less often than their goals.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Adam G Wood is registered to do business in CA, CT, FL, MA, NJ, NY, OH, PR, TN.